Job Description
Company Introduction
Our client is a leading pensions services provider.Job Responsibilities and Duties
- Responsible for general administration in relation to the establishment and transfer of personal pension schemes;
- REsponsible for general administration in relation to occupational pension schemes;
- Carry out new business procedures for client take-on, including system set-up;
- Liaise with existing pension providers and independent financial advisors in respect of pension transfers;
- Arrange for re-registration of pension assets;
- Process of investment instructions in accordance with member and/or adviser proposals;
- Assist with appointments of third parties e.g. investment managers and custodians;
- Responsible for Invoicing and payment of member fees and third party expenses;
- Assist with the calculation and payment of member retirement benefits;
- Maintain system and company records;
- Prepare annual member statements;
- Assist with other general administrative duties as and when requested.
Experience
- Have a minimum of 2 year’s relevant experience in an administrative role within the pensions industry;
- Be fluent in written and spoken English.?
Personal Skills
- Be attentive to detail;
- Have analytical skills;
- Ability to work on own initiative and within a small team;
- Ability to work to strict deadlines.
Senior Recruitment Consultant
Sectors Finance, Accounts, Insurance, Banking, Payments